跳到主要內容

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/10 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
4,319
較 2025 年第 2 季 +78
總值
$25.3 億
較 2025 年第 2 季 +$3.14 億 (+14.2%)
申報日
2025/11/10
SEC
EverSource Wealth Advisors, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SEZLSezzle Inc.COM54$4,295<0.1%+13+31.7%加碼歷史
CDNACareDx, Inc.COM297$4,318<0.1%−222−42.8%減碼歷史
CNNECannae Holdings, Inc.COM236$4,321<0.1%+213+926.1%加碼歷史
ETNB89bio, Inc.COM294$4,322<0.1%00.0%不變歷史
BVBrightView Holdings, Inc.COM323$4,328<0.1%−346−51.7%減碼歷史
FOSLFossil Group, Inc.COM1,694$4,354<0.1%00.0%不變歷史
WNEBWestern New England Bancorp, Inc.COM365$4,384<0.1%00.0%不變歷史
TLSTelos CorpCOM642$4,391<0.1%−46−6.7%減碼歷史
HLMNHillman Solutions Corp.COM479$4,397<0.1%−101−17.4%減碼歷史
EVCMEverCommerce Inc.COM395$4,397<0.1%−28−6.6%減碼歷史
ALMSAlumis Inc.COM1,104$4,405<0.1%+716+184.5%加碼歷史
IHRTiHeartMedia, Inc.COM CL A1,535$4,405<0.1%+108+7.6%加碼歷史
INBKFirst Internet BancorpCOM197$4,419<0.1%−1−0.5%減碼歷史
FMNBFarmers National Banc CorpCOM307$4,424<0.1%+45+17.2%加碼歷史
Aris Water Solutions, Inc.04041L106CLASS A COM180$4,439<0.1%−98−35.3%減碼–
ROADConstruction Partners, Inc.COM CL A35$4,445<0.1%00.0%不變歷史
KOSKosmos Energy Ltd.COM2,682$4,452<0.1%−82−3.0%減碼歷史
ASPNAspen Aerogels IncCOM641$4,461<0.1%00.0%不變歷史
SVCService Properties TrustCOM SH BEN INT1,646$4,461<0.1%+352+27.2%加碼歷史
MCFTMasterCraft Boat Holdings, Inc.COM208$4,463<0.1%−412−66.5%減碼歷史
Occidental Pete Corp WT Exp 080327674599162Stock176$4,488<0.1%00.0%不變–
LNNLindsay CorpCOM32$4,498<0.1%−40−55.6%減碼歷史
SLMTBrera Holdings PLCCLASS B ORD150$4,500<0.1%+150新進歷史
PAGSPagSeguro Digital Ltd.COM CL A452$4,520<0.1%−249−35.5%減碼歷史
GLOBGlobant S.A.COM79$4,532<0.1%+21+36.2%加碼歷史
CXMSprinklr, Inc.CL A592$4,570<0.1%−24−3.9%減碼歷史
BBAIBigBear.ai Holdings, Inc.COM704$4,590<0.1%+147+26.4%加碼歷史
SLQTSelectQuote, Inc.COM2,349$4,604<0.1%−913−28.0%減碼歷史
PANLPangaea Logistics Solutions Ltd.SHS910$4,623<0.1%+116+14.6%加碼歷史
UPSTUpstart Holdings, Inc.COM91$4,624<0.1%+27+42.2%加碼歷史
TDOCTeladoc Health, Inc.COM601$4,646<0.1%+504+519.6%加碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL52$4,647<0.1%00.0%不變–
TCPCBlackRock TCP Capital Corp.COM750$4,650<0.1%00.0%不變歷史
OSWOnespaworld Holdings LtdCOM220$4,651<0.1%−295−57.3%減碼歷史
Sandstorm Gold Ltd Com New80013R206Stock372$4,657<0.1%+207+125.5%加碼–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4,682<0.1%−246−83.1%減碼–
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR200$4,686<0.1%00.0%不變–
SMASmartStop Self Storage REIT, Inc.COMMON STOCK125$4,705<0.1%+125新進歷史
PLPCPreformed Line Products CoCOM24$4,708<0.1%−2−7.7%減碼歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$4,709<0.1%−1−1.4%減碼–
PLUGPlug Power IncStock2,023$4,714<0.1%−1,779−46.8%減碼歷史
PRCHPorch Group, Inc.COM281$4,715<0.1%+35+14.2%加碼歷史
SDSandridge Energy IncCOM NEW418$4,715<0.1%+69+19.8%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK130$4,716<0.1%+1+0.8%加碼–
VECOVeeco Instruments IncCOM155$4,717<0.1%−26−14.4%減碼歷史
TWSTTwist Bioscience CorpCOM168$4,727<0.1%−241−58.9%減碼歷史
SEMRSEMrush Holdings, Inc.CL A COM668$4,730<0.1%+89+15.4%加碼歷史
IONRioneer LtdADS1,061$4,743<0.1%+859+425.2%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM241$4,748<0.1%−808−77.0%減碼歷史
RDVTRed Violet, Inc.COM91$4,755<0.1%00.0%不變歷史
LCIDLucid Group, Inc.Stock200$4,759<0.1%−214−51.6%減碼依 1 比 10 拆股換算歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS412$4,759<0.1%−33−7.4%減碼歷史
EZPWEzcorp IncCL A NON VTG250$4,760<0.1%−5−2.0%減碼歷史
Global X Uranium ETF37954Y871ETF100$4,767<0.1%00.0%不變–
IRMDIradimed CorpCOM67$4,767<0.1%−10−13.0%減碼歷史
GNEGenie Energy Ltd.CL B319$4,769<0.1%−551−63.3%減碼歷史
MITKMitek Systems IncCOM NEW489$4,777<0.1%+217+79.8%加碼歷史
BJRIBJs RESTAURANTS INCCOM158$4,824<0.1%−26−14.1%減碼歷史
UMHUmh Properties, Inc.COM325$4,826<0.1%−171−34.5%減碼歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4,842<0.1%00.0%不變–
DINDine Brands Global, Inc.COM196$4,845<0.1%−223−53.2%減碼歷史
iShares Tr46434V4070-5YR HI YL CP112$4,850<0.1%+112新進–
LXEOLexeo Therapeutics, Inc.COM731$4,853<0.1%+74+11.3%加碼歷史
FLGTFulgent Genetics, Inc.COM215$4,859<0.1%−5−2.3%減碼歷史
DNAGinkgo Bioworks Holdings, Inc.CL A NEW334$4,870<0.1%+4+1.2%加碼歷史
HVTHaverty Furniture Companies IncCOM223$4,890<0.1%−2−0.9%減碼歷史
CTRICenturi Holdings, Inc.COM SHS232$4,911<0.1%−23−9.0%減碼歷史
SKINSkinHealth Systems Inc.COM CL A2,476$4,927<0.1%+204+9.0%加碼歷史
SMTCSemtech CorpStock69$4,931<0.1%+2+3.0%加碼歷史
IRONDisc Medicine, Inc.COM75$4,956<0.1%+3+4.2%加碼歷史
SEDGSolaredge Technologies, Inc.COM134$4,958<0.1%+30+28.8%加碼歷史
PSECProspect Capital CorpCOM1,809$4,974<0.1%+1,692+1,446.2%加碼歷史
ENICEnel Chile S.A.SPONSORED ADR1,283$4,991<0.1%−2,309−64.3%減碼歷史
QUADQuad/Graphics, Inc.COM CL A799$5,001<0.1%−22−2.7%減碼歷史
AMNAmn Healthcare Services IncCOM259$5,014<0.1%−274−51.4%減碼歷史
EWCZEuropean Wax Center, Inc.CLASS A COM1,259$5,024<0.1%+9+0.7%加碼歷史
GOGOGogo Inc.COM585$5,025<0.1%00.0%不變歷史
AVDAmerican Vanguard CorpCOM876$5,028<0.1%−188−17.7%減碼歷史
LFSTLifeStance Health Group, Inc.COM915$5,033<0.1%+727+386.7%加碼歷史
ATNIATN International, Inc.COM338$5,060<0.1%−279−45.2%減碼歷史
ELVRElevra Lithium LtdSPONSORED ADS212$5,090<0.1%+212新進歷史
UPBDUpbound Group, Inc.COM216$5,104<0.1%−523−70.8%減碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN300$5,118<0.1%−1,350−81.8%減碼歷史
PDFSPDF Solutions IncCOM199$5,138<0.1%−26−11.6%減碼歷史
EBSEmergent BioSolutions Inc.COM583$5,143<0.1%+383+191.5%加碼歷史
IIPRInnovative Industrial Properties IncCOM96$5,143<0.1%−11−10.3%減碼歷史
ADTNADTRAN Holdings, Inc.COM552$5,178<0.1%+45+8.9%加碼歷史
VERXVertex, Inc.Stock210$5,206<0.1%−45−17.6%減碼歷史
ERASErasca, Inc.COM2,390$5,210<0.1%−52−2.1%減碼歷史
VIOTViomi Technology Co., LtdSPONSORED ADS1,576$5,264<0.1%+9+0.6%加碼歷史
iShares Inc464286533MSCI EMERG MRKT83$5,327<0.1%−1−1.2%減碼–
FOURShift4 Payments, Inc.CL A69$5,341<0.1%−1−1.4%減碼歷史
AVDXAvidXchange Holdings, Inc.COM537$5,343<0.1%+14+2.7%加碼歷史
CERTCertara, Inc.COM438$5,353<0.1%+78+21.7%加碼歷史
LQDTLiquidity Services IncCOM196$5,376<0.1%+38+24.1%加碼歷史
RMAXRE/MAX Holdings, Inc.CL A571$5,385<0.1%+290+103.2%加碼歷史
PCB Bancorp Com740163100Common Stock257$5,397<0.1%+66+34.6%加碼–
MNKDMannkind CorpCOM NEW1,007$5,408<0.1%+1,007新進歷史
VTLEVital Energy, Inc.COM324$5,472<0.1%−198−37.9%減碼歷史
AMRCAmeresco, Inc.CL A163$5,473<0.1%00.0%不變歷史

選擇權(3 檔)

同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。

EverSource Wealth Advisors, LLC 在 2025 年第 3 季的選擇權部位
證券類別賣權買權
Blackstone Private Credit Fund6926069LLStock$213.2 萬–
Amazon Com Inc CLL Opt7746619XRStock–$6.59 萬
Alphabet Inc Cap STK6951179OIStock–$4.86 萬

2025 年第 2 季之後清倉(194 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 194 檔。

EverSource Wealth Advisors, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$298.8 萬0.1%歷史
iShares Tr46436E619ESG ADVAN ETF7,363$32.1 萬<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$29.8 萬<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$28.1 萬<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$27.4 萬<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$27.1 萬<0.1%歷史
HESHess CorpStock1,874$26.0 萬<0.1%歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$25.3 萬<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$19.9 萬<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$16.9 萬<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$14.7 萬<0.1%–
JNPRJuniper Networks IncCOM3,649$14.6 萬<0.1%歷史
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$14.3 萬<0.1%–
ANSSAnsys IncCOM380$13.3 萬<0.1%歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$10.3 萬<0.1%–
SPTNSpartanNash CoCOM3,685$9.76 萬<0.1%歷史
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$9.38 萬<0.1%–
SKXSkechers USA IncCL A1,360$8.58 萬<0.1%歷史
ESGREnstar Group LTDSHS225$7.57 萬<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM5,623$6.46 萬<0.1%歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$6.26 萬<0.1%歷史
CHXChampionX CorpCOM2,317$5.76 萬<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM6,037$5.49 萬<0.1%歷史
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$4.74 萬<0.1%–
AMEDAmedisys IncCOM475$4.67 萬<0.1%歷史
ProShares Tr74347R776ULTRA MATERIALS1,850$4.39 萬<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$4.28 萬<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$4.20 萬<0.1%–
BPMCBlueprint Medicines CorpCOM315$4.04 萬<0.1%歷史
PPBIPacific Premier Bancorp IncCOM1,903$4.01 萬<0.1%歷史
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$3.92 萬<0.1%–
SNNRFSunrise Communications AGADS CL A587$3.32 萬<0.1%歷史
BRKLBrookline Bancorp IncCOM3,130$3.30 萬<0.1%歷史
SMLRSemler Scientific, Inc.COM750$2.91 萬<0.1%歷史
Global X FDS37954Y673US INFR DEV ETF659$2.87 萬<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$2.75 萬<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$2.73 萬<0.1%–
GMSGMS Inc.COM245$2.66 萬<0.1%歷史
AZEKAZEK Co Inc.CL A490$2.66 萬<0.1%歷史
SAGESage Therapeutics, Inc.COM2,782$2.54 萬<0.1%歷史
FLFoot Locker, Inc.COM995$2.44 萬<0.1%歷史
BASECouchbase, Inc.COM980$2.39 萬<0.1%歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX338$1.82 萬<0.1%–
VPGVishay Precision Group, Inc.COM540$1.52 萬<0.1%歷史
Chiron Real Estate Inc.37954A204COM NEW2,113$1.46 萬<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$1.36 萬<0.1%–
RCReady Capital CorpCOM3,028$1.32 萬<0.1%歷史
BOCBoston Omaha CorpStock929$1.30 萬<0.1%歷史
TGITriumph Group IncCOM494$1.27 萬<0.1%歷史
Paramount Global92556H107CL A526$1.21 萬<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$1.17 萬<0.1%歷史
Goldman Sachs ETF Tr38149W788CMN301$1.14 萬<0.1%–
EBTCEnterprise Bancorp IncCOM286$1.13 萬<0.1%歷史
STRSitio Royalties Corp.CLASS A COM602$1.11 萬<0.1%歷史
RDFNRedfin CorpCOM983$1.10 萬<0.1%歷史
American Centy ETF Tr025072174AVANTIS ALL INT149$9,731<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9,411<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9,398<0.1%歷史
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9,080<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8,201<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7,874<0.1%–
UNITUniti Group Inc.COM1,791$7,738<0.1%歷史
Blueprint Chesapk MLT88636J873TFPN335$7,686<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7,435<0.1%–
RDUSRadius Recycling, Inc.CL A245$7,275<0.1%歷史
MCIBarings Corporate InvestorsCOM328$7,104<0.1%歷史
SWTXSpringWorks Therapeutics, Inc.COM150$7,049<0.1%歷史
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6,766<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6,514<0.1%–
NVEENV5 Global, Inc.COM282$6,511<0.1%歷史
ITOSiTeos Therapeutics, Inc.COM636$6,341<0.1%歷史
EPACEnerpac Tool Group CorpCL A COM154$6,246<0.1%歷史
KLGWK Kellogg CoCOM389$6,202<0.1%歷史
YMABY-mAbs Therapeutics, Inc.COM1,265$5,705<0.1%歷史
Paramount Global92556H206CL B441$5,695<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5,594<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5,430<0.1%–
VCELVericel CorpCOM112$4,766<0.1%歷史
EVRIEveri Holdings Inc.COM329$4,686<0.1%歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4,571<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4,535<0.1%–
SHYFShyft Group, Inc.COM356$4,464<0.1%歷史
CKXCKX Lands, Inc.COM400$4,280<0.1%歷史
CRGXCARGO Therapeutics, Inc.COM862$3,551<0.1%歷史
INMDInMode Ltd.SHS234$3,379<0.1%歷史
GNTAGenenta Science S.p.A.SPONSORED ADS982$2,990<0.1%歷史
PLLPiedmont Lithium Inc.Stock483$2,811<0.1%歷史
ETWOE2open Parent Holdings, Inc.COM CL A865$2,794<0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2,720<0.1%歷史
Tidal Trust II88636J204RET STCKD GL STK84$2,202<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2,064<0.1%–
OLOOlo Inc.CL A213$1,896<0.1%歷史
BNTCBenitec Biopharma Inc.COM NEW148$1,732<0.1%歷史
HLVXHilleVax, Inc.COM836$1,663<0.1%歷史
SPDR Series Trust78468R804ST STR R1K LOWV9$1,571<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1,469<0.1%歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1,402<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1,338<0.1%歷史
EOLSEvolus, Inc.COM145$1,335<0.1%歷史
FAROFaro Technologies IncCOM30$1,318<0.1%歷史